CURIOSITYSTREAM INC (CURI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

CURIOSITYSTREAM INC (CURI)

122 + Investors. Track Smart Money conviction in CURI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CURI

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their CURI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

116 hedge funds hold CURI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +158% more funds vs a year ago

fund count last 6Q

+71 new funds entered over the past year (+158% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

65 buying51 selling

Last quarter: 65 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 23 → 44 → 34 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 30% long-term, 42% new

■ 30% conviction (2yr+) ■ 28% medium ■ 42% new

Of the 116 current holders: 35 (30%) held >2 years, 32 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +3%, value -26%

Value

-26%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

8 → 23 → 44 → 34 → 15 new funds/Q

New funds entering each quarter: 23 → 44 → 34 → 15. CURI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 6% 1-2yr ■ 45% new

Of 122 current holders: 60 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

26 of 116 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	122	122	-
13F Shares	20M	19M	2.83%
Total Value	$75M	$102M	-26.41%
New Positions	15	34	-19
Increased Positions	53	51	+2
Closed Positions	18	15	+3
Reduced Positions	43	31	+12
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

122

13F Shares

20M

19M

2.83%

Total Value

$75M

$102M

-26.41%

New Positions

-19

Increased Positions

Closed Positions

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

122 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CURI. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of CURI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Penbrook Management LLC	1.51%	675,150	$2.0M
2	R Squared Ltd	0.07%	44,485	$132K
3	ARS Investment Partners, LLC	0.02%	121,532	$360K
4	BURNEY CO/	0.01%	95,366	$282K
5	DIVERSIFY WEALTH MANAGEMENT, LLC	0.00%	17,287	$53K
6	Global Wealth Strategies & Associates	0.00%	991	$3K
7	Merit Financial Group, LLC	0.00%	31,497	$93K
8	Asset Planning,Inc	0.00%	300	—
9	Diversified Trust Co	0.00%	10,596	$31K
10	State of Alaska, Department of Revenue	0.00%	9,365	—
11	Police & Firemen's Retirement System of New Jersey	0.00%	7,271	$22K
12	Sterling Capital Management LLC	0.00%	356	$1K
13	IFP Advisors, Inc	0.00%	110	—
14	SBI Securities Co., Ltd.	0.00%	81	—
15	Farther Finance Advisors, LLC	0.00%	82	—
16	Blue Trust, Inc.	0.00%	51	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — CURIOSITYSTREAM INC (CURI)

What does the Smart Money Trend signal show for CURI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CURI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CURI?

Slight buying edge — 56% buying: Last quarter: 65 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CURI holders?

Strong quality — 33% AUM from major funds: 26 of 116 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CURI?

Mixed — 30% long-term, 42% new: Of the 116 current holders: 35 (30%) held >2 years, 32 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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CURIOSITYSTREAM INC (CURI)

Smart Money Signals — CURI

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Fast accumulation — +158% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-19 vs last Q)

Mixed — 30% long-term, 42% new

Buying through price weakness — shares +3%, value -26%

Peak discovery — momentum slowing

Deep conviction — 49% of holders stayed 2+ years

Strong quality — 33% AUM from major funds

Hedge Fund Ownership: CURI

Market Analysis: CURI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CURI

Hedge Fund Positioning: CURI

Statistics: CURI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — CURIOSITYSTREAM INC (CURI)

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